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First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Right arrow iconPriorities & Pain Points
Right arrow iconObjective & Key Results
Right arrow iconTactical Considerations
Right arrow iconBuilding Rapport
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Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Understanding and planning for data governance and security concerns related to the BI platform.
  2. Ensuring data accuracy and integrity while dealing with large volumes of complex data.
  3. Integrating and consolidating data from various sources for a unified view of the business.
  4. Customizing and optimizing BI reports and dashboards to meet specific business needs.
  5. Managing and analyzing KPIs and metrics to drive strategic decision-making in the organization.
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Gain a clear understanding of the current pain points and challenges they are facing within their organization when it comes to productivity, collaboration, and visibility.
  2. Identify their current workflows and processes to determine areas where improvements can be made to increase efficiency and effectiveness.
  3. Assess their current utilization of the software platform and identify any areas where additional training or support may be needed to maximize its value.
  4. Discuss the key business objectives and goals they are looking to achieve and determine how our software can help them reach those milestones.
  5. Establish a timeline for implementation and adoption of new features or updates to ensure a smooth transition and successful integration into their existing systems.
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Tactical Considerations

Consider these tactics and strategic initiatives your customer may be planning:

  1. The need to streamline data processing and reporting to make timely and informed business decisions.
  2. The challenge of integrating data from multiple sources and systems to create a unified view for analysis.
  3. The desire to improve data visualization capabilities to present insights in a more impactful and user-friendly manner.
  4. The need for better data governance and security measures to ensure compliance with regulations and protect sensitive information.
  5. The goal of empowering business users with self-service analytics tools to reduce reliance on IT for data analysis and reporting.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's website, especially the section related to the department you will be working with. Understand their business model, products, and any recent news or updates.
  2. Review any past communication or notes from your sales team to get insight into the customer's pain points, goals, and expectations.
  3. Prepare relevant case studies or success stories of similar customers who have benefited from your product to showcase potential solutions during the call.

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